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Winnow Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Winnow Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
6,726
+6,518
+3,134% +$208K 0.16% 119
2025
Q4 		$6.45K Buy
208
+65
+45% +$1.94K ﹤0.01% 252
2025
Q3 		$4.29K Buy
+143
New +$4.16K ﹤0.01% 282
2025
Q2 		– Sell
-142
Closed -$3.71K – 584
2025
Q1 		$3.71K Hold
142
– – ﹤0.01% 264
2024
Q4 		$3.91K Buy
+142
New +$4.05K ﹤0.01% 221

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Winnow Wealth's SCHM Position: Q1 2026 in Review

Winnow Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 3,134% in Q1 2026, buying an estimated $208K and bringing the position to 6,726 shares worth $208K. The position accounts for 0.16% of the portfolio, ranked #119.

Winnow Wealth first reported a position in SCHM in Q4 2024 and has held it in 5 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Winnow Wealth held 6,726 shares of Schwab US Mid-Cap ETF worth $208K as of Q1 2026.
  • Winnow Wealth bought 6,518 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $208K.
  • Schwab US Mid-Cap ETF made up 0.16% of Winnow Wealth's portfolio in Q1 2026, its #119 holding.
  • Winnow Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.